Prosperity Planning, Inc. 13F 持仓 · 2026年Q3
Prosperity Planning 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 4.51 亿美元。前几大持仓：ISTB（12.20%）、VUG（6.07%）、EFA（6.01%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | $55.0M | 12.20% | 0 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $27.4M | 6.07% | 303,709 | 增持 |
| 3 | EFA | ISHARES TR | $27.1M | 6.01% | 260,791 | 增持 |
| 4 | AVDV | AMERICAN CENTY ETF TR | $21.1M | 4.68% | 192,661 | 增持 |
| 5 | VTIP | VANGUARD MALVERN FDS | $20.3M | 4.50% | 0 | 增持 |
| 6 | IGSB | ISHARES TR | $17.5M | 3.88% | 341,590 | 增持 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $16.8M | 3.74% | 454,810 | 减持 |
| 8 | GNMA | ISHARES TR | $15.3M | 3.40% | 0 | 增持 |
| 9 | AVLC | AMERICAN CENTY ETF TR | $14.7M | 3.25% | 162,333 | 增持 |
| 10 | AVEM | AMERICAN CENTY ETF TR | $13.7M | 3.04% | 145,726 | 增持 |
| 11 | AVMV | AMERICAN CENTY ETF TR | $13.1M | 2.92% | 172,244 | 增持 |
| 12 | IVE | ISHARES TR | $11.9M | 2.63% | 51,963 | 减持 |
| 13 | AVUV | AMERICAN CENTY ETF TR | $10.4M | 2.31% | 88,253 | 增持 |
| 14 | VOT | VANGUARD INDEX FDS | $10.3M | 2.28% | 35,186 | 增持 |
| 15 | VBR | VANGUARD INDEX FDS | $9.2M | 2.04% | 39,813 | 减持 |
| 16 | AVLV | AMERICAN CENTY ETF TR | $8.9M | 1.97% | 98,051 | 增持 |
| 17 | VOE | VANGUARD INDEX FDS | $8.8M | 1.96% | 45,199 | 减持 |
| 18 | AVUS | AMERICAN CENTY ETF TR | $7.4M | 1.65% | 57,950 | 增持 |
| 19 | VBK | VANGUARD INDEX FDS | $6.4M | 1.41% | 18,855 | 增持 |
| 20 | BSV | VANGUARD BD INDEX FDS | $5.9M | 1.30% | 0 | 增持 |
| 21 | MUB | ISHARES TR | $5.9M | 1.30% | 0 | 增持 |
| 22 | AVIV | AMERICAN CENTY ETF TR | $5.6M | 1.24% | 70,115 | 增持 |
| 23 | IVLU | ISHARES TR | $5.1M | 1.13% | 118,289 | 减持 |
| 24 | CBRE | CBRE GROUP INC | $4.9M | 1.10% | 38,501 | 持平 |
| 25 | USRT | ISHARES TR | $4.8M | 1.07% | 78,362 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR